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Tom Armistead » Comments » AVT

  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    You beat Bill Miller...handily.

    I like the paragraph on survivability - 2008 was a bad year for value investing and you have put your finger on the problem.

    Jan 04 12:01 pm |Rating: 0 -1 |Link to Comment
  • Avnet Available at a Bargain Price [View article]
    Thanks for a good idea, this and OKE today
    Dec 09 05:46 am |Rating: +1 0 |Link to Comment
  • 23 Stocks to Consider During Global Deleveraging [View article]
    I have followed KEM and VSH off and on for many years. I came to this article because I have just done a favorable write-up on VSH, which I own in my personal account, and wanted to compare notes.

    At Vishay I see strong cash flow, aggressive expense control, and cash roughly equal to debt. Recent losses have been goodwill writedowns, noncash in nature.

    The casual mention of Vishay as a bankruptcy candidate does not look good to me.
    Oct 29 09:51 am |Rating: 0 0 |Link to Comment
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